Free portfolio management software for pda

This is a very good record keeping of all your Insurance clients policy details in your pocket. Anytime, anywhere when you want to know which client is due for renewal or whether he had an insurance cliams before, this comes handy for you to retrieve their portfolios. This is an insurance policyholder tracking portfolio database using a single database type information to link to several other databases. In other words, it is a One-to-many database. A better example is the relationship between a Customer database and a Motor Vehicle database i.e. one customer can have more than one car and by just a click to the linked database you know which car is due for renewal. They are seven linked portfolio databases namely: - a) Motor Vehicle.pdb b) Commercial Fire.pdb c) Burglar.pdb d) Personal Accident.pdb e) Houseowner.pdb f) Senior Citizens.pdb g) Hospital & Surgical (this is very good for Direct Sales distributor tracking his downline portfolio) All the above databases are linked to the main database named CUSTOMER.pdb. You can also add in more portfolio databases, be sure to link into the CUSTOMER.pdb file. CUSTOMER Database Over here, we have three fields, which are: 1) Name: You can add new client in this field by using the Phone Lookup command or enter manually. 2) Policy Type: This is a Popup List, which tells you what type of insurance your client has. 3) Celebrity: This is a Popup List which tells you what festive season he celebrate so that you can easily filter out the season greetings and send out the greeting cards accordingly. 4) Choose the relevant database by clicking to it, which you want to enter your clients details. The rest of the Databases are for you to keep track of their policy details. The beauty of the Burglar database is that you do not have to calculate the premium manually and the total of the coverage. The program computes the premium by itself you just have to enter the premium rate and the government tax rate together with the stamp duty.
System requirements:
- HanDBase v.2.7x or greater

Requirements:

• Symbian S60 2nd/3rd Edition
• Python for S60

The Project Managment Pack (PMP) is a series of 9 HanDBase (v2.1) databases that can be used separately or together to manage consulting, sales, or project management services. The PMP is an extremely versatile supplement to HanDBase and can be used by numerous types of business professionals such as sales people, project managers, traveling consultants, and individuals who supervise and manage large work teams. Each database is configured to be able to read the most important information in the list view using the To-Do and Address Book buttons to scroll.
The PMP allows the business professional to:
1) record general information about the clients or projects with which they work,
2) track client and co-worker contact information (phone, fax, etc.),
3) record visits to client sites or in-house meetings,
4) log billable hours and related information,
5) track deliverables to be provided to or received from the client or other co-workers,
6) track tasks to be completed for each project (including to whom the tasks are assigned, and
7) log communication contacts (phone calls, faxes, e-mails, etc).
The PMP is a powerful management tool for the traveling businessperson because it taps into existing records of other databases to complete entries, which makes data entry quick, easy, and complete. This allows the user to associate tasks with specific individuals and companies, and associate certain deliverables with their respective companies. Each database has been designed to work as a standalone database or in conjunction with one or more of the other PMP databases. For those who work in a primarily in-house setting, the pack can be easily modified to serve intra-company work teams and projects. The PMP can be used by consultants, salespeople, project managers, supervisors, team-leaders, work group members, or anyone who manages multiple projects in an in-house or mobile environment. The PMP can be set up to work with a single client, multiple clients, one or more projects, or it can be used to track multiple in-house projects. A description of each database, its function, the field structure, and suggested uses are included in accompanying document. Sample data is include as examples.
You can use the filter feature to display current tasks (versus completed tasks, events not yet billed, deliverables not yet completed, and an array of other filters. Special fields have been added to make filtering easy.
Sorting can be done by client/company name or by project in every database. This allows you to view due dates for each project task and deliverable in list view quickly and easily. There are other options for sorting which make the databases very useful. For instance you can sort unfinished tasks by company or individual assigned to the task.
You can create quick reports that display totals for billable hours and also export a log of activities that have been billed. An easy and excellent way to send reports to clients. You can also filter and sort records to report on complete and incomplete deliverables and tasks.
System requirements:
- HanDBase v.2.7x or greater

Customer Loyalty Manager (C.L.M.) is an electronic loyalty management program that runs on PalmOne (palm OS) devices.
The idea behind a loyalty program is that business owners should reward their customers for coming back and using their services repeatedly.
This act of rewarding loyalty should increase both customer retention and customer satisfaction.
C.L.M. records customers, products (or services) and day to day sales transactions.
By using this information in conjunction with some basic configuration, the application determines when customers are entitled to something for free.
C.L.M is highly configurable and you can use either a points or money based loyalty system.
It also supports both dollar and pound based currencies and US/UK regions.
System requirements:
- Palm OS v3.0

A handy checklist of procedures and their deadlines for Toronto and area Civil Case Management. Describes important steps and allows the user to enter the dates and comments for each action.
Each time you add a new record, the text in each field displays the step/rule. there are also calendar entries to record the deadlines, etc. You can also add your own notes to the text fields and use filters to check scheduling conflicts. To calculate future dates, there is an app available called "Date Diff". Note: the user assumes all risk of consequences for missed dates or erroneous assumptions or operations.
System requirements:
- HanDBase v.2.7x or greater

ProjectCompanion is a project support suite for operative planning, execution and control of multiple projects in dynamic environments.

It is particularly well suited for project-intensive organizations. The application provides support for time- and expense reporting, shared action management, project plans and reports, diaries, contacts, files, project handbooks, templates etc.

The application consists of a web tool, a management console, a Palm OS application and a report tool. The Freeware is limited to three projects active at the same time.

There are 17 connected databases in this applet. The key entry point is the Client (can also be considered a project). There are two parts to the applet. One part is the project information which includes meeting minutes, issue tracking, change control management. Full project info at your finger tips. The second part is travel information which includes hotel, itinerary, expenses, rentals, etc. I use this extensively on the road, but it can be used for inhouse projects as well.
System requirements:
- HanDBase v.2.7x or greater